Dixon Technologies (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
92%
Numeric claims
3
Consistency
contradicted
Question ledger
Siddharth Khandelwal · Norma Capital
directQTech is one of the five largest camera module manufacturers globally. They have a running factory in India. Already in India, they're supplying to all the major Android brands. That is Vivo, Oppo, Xiaomi, Motorola.
Siddharth Khandelwal · Norma Capital
partialThere is some investment going into the purchase of shares from present owners. This is almost around INR 400 crore. Balance INR 150 crore is going to go for the CapEx use into the company.
Siddharth Khandelwal · Norma Capital
directIn first quarter, we made a CapEx of around INR 287 crore. I feel another INR 800 crore-INR 900 crore is going to go into this. By end of this year, we should be closing at a number of closer to anywhere between INR 1,150 crore-INR 1,200 crore.
Siddharth Khandelwal · Norma Capital
directUndoubtedly, in the first quarter, we've had a significant miss on the television business, although the refrigerator business has been exceedingly well. In Q2, the order book looks good. We should be back to almost INR 800,000 crore in Q2 of this business.
Darshil Pandya · Finterest Capital
directWe only have a minority stake of 6.5% in Adalta Input AI. Please appreciate our CCTV business has been merged into Adalta Input AI, in which we have a 6.5% stake. That is our limited interest in that business.
Aditya Bhartia · Investec
directIn Longcheer, it's one of the largest ODMs globally in the space of mobile and certain other IoT products. We are having a 74:26 JV. Our information is that we'll be getting the PM3 approved very shortly.
Madhav Marda · Fidelity
directThe revenues are INR 2,000 crore. They have an EBITDA margin of broadly 7%-7.5%. So broadly at INR 150 crore of EBITDA and INR 70-75-72 crore kind of a PAT. That's 15x of PAT, or in terms of EV/EBITDA, it will be closer to 9x-10x.
Piyush Khandelwal · Motilal Oswal
directAs of now, we are not pursuing it. We were working on these strategic acquisitions because, to be candid, we were working on a very tight timeline so that we can file the applications for PCMS and leverage the government policy framework.
Ankur · HDFC Life
directOur order book, until it's looking good for the smartphone. We did around 9.5 odd million and 6 odd million in Q1. The order book is, I think we should be somewhere at around 11 million-12 million in Q2. We are confident that our final numbers of 42 million-43 million, we're going to hit.
Bhoomika Nair · Philip Capital
partialYou see, what I was talking about, everything was in the addressable market. The revenue that we have taken in our budget is a certain percentage of the addressable market.
Naushad Chaudhary · Aditya Birla Mutual Fund
directUndoubtedly, we are on a significantly aggressive growth path. Talent acquisition is an ongoing process. We have recently hired a Vice President of Strategy and Digital Transformation, a Vice President for our component business, an expat from Taiwan to head display manufacturing, etc.
Abhishek Ghosh · DSP Mutual Fund
directIn 2026-2027, we think we can expand the margin. Even after taking into account the PLI margin going away, we can expand the margin to almost 120-130 basis points in 2026-2027. This should even be higher in 2027-2028 once it is completely ramped up.
